Anic Equity¶
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Total return since start: 0.56 %¶
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Equity now: -----------------------------> 47659.72 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46264.76 Kr¶
PnL: ---------------------------------------> -623.81 Kr¶
DD now: ---------------------------------> -1.995 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 16:01:22.941926'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.230000 | 2803.500000 | 167.500000 | 6.350000 | 2636.000010 |
| Beijer Electronics Group | 26 | -2.760000 | 3120.000000 | 149.000000 | 5.020000 | 2971.000006 |
| Corem Property Group B | 59 | -1.300000 | 624.810000 | 47.810000 | 8.290000 | 576.999999 |
| AcadeMedia | 12 | 0.000000 | 602.400000 | 45.400000 | 8.150000 | 557.000004 |
| Boozt | 12 | 0.280000 | 1693.200000 | 39.200000 | 2.370000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.780000 | 393.900000 | 38.900000 | 10.960000 | 355.000000 |
| HMS Networks | 2 | -1.230000 | 708.400000 | 35.400000 | 5.260000 | 673.000000 |
| MedCap | 2 | -1.940000 | 456.000000 | 35.000000 | 8.310000 | 421.000000 |
| Resurs Holding | 22 | 0.400000 | 606.100000 | 32.100000 | 5.590000 | 573.999998 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2955.000000 | 28.000000 | 0.960000 | 2927.000000 |
| Norva24 Group | 16 | 0.000000 | 564.800000 | 21.800000 | 4.010000 | 543.000000 |
| Intrum | 4 | -0.330000 | 544.600000 | 17.600000 | 3.340000 | 527.000000 |
| SAAB B | 8 | -0.260000 | 3394.400000 | 17.400000 | 0.520000 | 3377.000000 |
| Securitas B | 6 | 1.010000 | 585.840000 | 15.840000 | 2.780000 | 570.000000 |
| Swedbank A | 3 | 1.950000 | 579.600000 | 15.600000 | 2.770000 | 564.000000 |
| Eastnine | 4 | -0.630000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| OEM International B | 7 | -0.390000 | 542.500000 | 14.500000 | 2.750000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Coor Service Management Hold. | 8 | -1.020000 | 541.200000 | 9.200000 | 1.730000 | 532.000000 |
| Karnov Group | 9 | 0.170000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.480000 | 250.080000 | 4.080000 | 1.660000 | 246.000000 |
| Nordea Bank Abp | 29 | 0.320000 | 3455.060000 | 1.060000 | 0.030000 | 3453.999992 |
| Handelsbanken A | 5 | 0.090000 | 546.500000 | 0.500000 | 0.090000 | 546.000000 |
| Creaspac SPAC | 6 | -0.730000 | 572.400000 | -4.600000 | -0.800000 | 577.000002 |
| Midsona B | 63 | 0.000000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| CTEK | 13 | -3.150000 | 519.740000 | -14.260000 | -2.670000 | 533.999999 |
| Essity B | 2 | -1.170000 | 556.600000 | -17.400000 | -3.030000 | 574.000000 |
| Essity A | 4 | -1.590000 | 1114.000000 | -35.000000 | -3.050000 | 1149.000000 |
| International Petroleum Corp. | 5 | -3.040000 | 557.500000 | -37.070000 | -6.230000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.820000 | 3811.500000 | -38.500000 | -1.000000 | 3850.000000 |
| Vivesto | 1368 | 1.340000 | 558.960000 | -54.040000 | -8.820000 | 612.999432 |
| Axfood | 13 | -1.530000 | 3604.900000 | -151.100000 | -4.020000 | 3756.000001 |
| OX2 | 18 | -1.130000 | 1423.800000 | -240.200000 | -14.440000 | 1663.999992 |
| Fasadgruppen Group | 35 | 2.100000 | 3570.000000 | -241.000000 | -6.320000 | 3810.999990 |
| Ovzon | 52 | -3.390000 | 2813.200000 | -548.800000 | -16.320000 | 3361.999992 |
| TOTAL | 46264.760000 | -623.810000 | -1.99501% | 46888.564618 |
Updated:¶
'2023-01-24 16:01:35.624056'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
